Rob Black & Your Money
Aligning your retirement income goals with your estate planning goals
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:38:58
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Sinopsis
Chad Burton, CFP®, discusses how you go about to align your retirement income goals with your estate planning goals.as well as: Charitable remainder trust Beneficiary mistakes Gifting low basis stock to your church or charity rather than cash. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1200 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com. Commercial-FreeSee omnystudio.com/listener for privacy information.